Ownership history in Meredith Wealth Planning Β· 4 quarters on record
This page tracks every 13F SEC filing in which Meredith Wealth Planning reported a position in ISHARES TR (IBDQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Meredith Wealth Planning underperformed the S&P 500 by β15.1% annually on this IBDQ position. Timing score: 100% (3/3 decisions correct). Average cost basis: $24.14. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 15.1% ann.
3 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct
Best entry: $24.12 (2024 Q4) Β· Worst: $24.93 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.13% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size